RE:RE:Nhc run up should..commodity16 wrote: Yes, CRH has been a victim of overall bad setiment from the VRX scare. CRH will hopefully follow the NHC run shortly.
Disagree. Although it can't hurt that NHC is doing well, we never really got destroyed like every other name. We haven't done that great of late, but no 50-60% drop like the rest.
CRH is still expensive relative to NHC. It's warranted given the better growth and margins, but let's not fool ourselves.